Episode 232 – Before you try to take an income tax deduction for the charitable gifts you made during the tax year, make sure you comply with the various IRS requirements for documentation and qualification of the donation.
Episode 231 – The IRS released Revenue Ruling 2023-2 stating that assets held in a grantor trust do not receive a step-up in basis upon the grantor’s death. What does that mean?
Episode 230 – A lot has been written about planning for families with children, but approximately 44 percent of non-parents under age 50 say they are unlikely to have kids. What about them? In this episode we suggest some ideas for an underserved group of people.
Episode 229 – Individuals and charities have been adversely affected by post-pandemic circumstances. We can help charitably inclined individuals meet philanthropic goals without sacrificing personal financial security.
Episode 228 – The new Social Security Trustees report has both good news and bad news. The question is: where do we go from here?
Sock Out Cancer®, in conjunction with the DICK’s Sporting Goods Open, proudly announced that Sock Out Cancer has been named the 2022 PGA TOUR Champions Charity of the Year.